Queen City Capital Management, LLC fees and pricing
Financial planner in Cincinnati, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 16, 2026, Queen City Capital Management, LLC charges an annual fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $5,000/yr
“For our life, financial planning and investment management services, the fees will be $1,000 upfront (one-time) and $5,000 per year (paid monthly or quarterly) ongoing.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Queen City Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The annual advisory fee is paid monthly or quarterly in arrears based on the average daily balance of the Client’s account(s).”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Queen City Capital Management, LLC’s fees compare
- Its annual fee of $5,000 matches the Ohio median of $5,000. 43% of the 79 other Ohio planners that publish an annual fee charge less.
- 2 of the 9 other planners in Cincinnati that publish an annual fee charge less.
About Queen City Capital Management, LLC
- Principal: Jeffrey Spitzmiller
- Firm size: 2 employees.
- Credentials named in the brochure: CFA.
- Registered as an adviser: 2012 (14 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 173
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and newsletters and publications
- Assets managed
- $114,372,169
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 162785
- Phone
- (513) 721-6089
Can advise clients in 4 states: Florida, Indiana, Kentucky, Ohio
Other planners in Cincinnati that publish fees
- 1TaxfinancialCincinnati$300/hr
- Adams and Co Financial ServicesCincinnati$500-$2,500
- Ajd WealthCincinnati$500/hr, $30,000
- Benchmark Wealth ManagementCincinnati$500-$50,000/yr
- Crew Capital Management, LTD.Cincinnati$10,000-$25,000/yr
- Daymark Wealth Partners, LLCCincinnati$350/hr, $1,500-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.